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Appway
Appway provides client onboarding and client lifecycle management solutions for financial institutions, with specific solutions for asset and fund managers.
Email: welcome@appway.com
Phone: +41 43 204 06 08
products
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Appway Client Onboarding for Asset Management
Specialized onboarding solution for fund managers that includes investor classification, digital KYC verification, AML screening, document collection, and regulatory compliance. Features workflow automation, digital signatures, and a unified client view for relationship managers.
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Appway Document Management
Document generation capabilities within workflow platform, supporting fund prospectuses, investment proposals, client agreements, and regulatory disclosures with dynamic content, personalization, and compliance tracking.
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Appway Client Onboarding Mobile
Empowers wealth managers with secure mobile onboarding and ongoing client engagement, leveraging encrypted communications, device authentication, secure document upload, e-signatures, and regulatory compliance checks.